[sudo-discuss] URGENT: help finish state taxes

[april glaser]

Hi Hol,

According to the 3500 form, we need to send in both our articles and our
bylaws, so they need to be finalized somehow to print and ship with our
paperwork.

We are using what you wrote and expanded it and edited it for question
8! So yeah, not being duplicitous :) In fact, we're using the same
etherpad, so look at that for the second edit.

In order to make sure the articles are up to date, we need to control-f
search through meeting notes real quick to find any amendments which
were agreed upon and not added to the wiki. We also need to solidify the
bylaws enough to ship them out. I'm down for copy editing and reading
through all of our articles and bylaws, but it'd be way useful if
someone found when they were last updated on the wiki and then did a
quick search of meeting notes from then to now for the word "amendment"
or something to find any amendments that need to be added.

Talk soon, A

On 11/2/14 5:24 AM, hol at gaskill.com wrote:
>
> Hi April,
>
>  
>
> Thanks for stepping up and tracking this - a few things:
>
> the articles and bylaws do not need to be the same thing - we planned
> to submit the bylaws as a legal document, whereas our articles are a
> working document that guides us in day to day operation
>
> When you, Julio, Matt, and I were breaking off tasks the night of the
> board meeting, below is what I wrote for question 8 if you recall.
>  Did you mean to re-delegate this?  Would like feedback from folks on
> the language:
>
> (a) a detailed description of the activity, including its purpose and
> how each activity furthers the organization’s exempt purpose.
>
> -educational classes and workshops indended to provide a free platform
> for community members to share knowledge on topics of mutual interest
> in a safe, clean environment, in the interest of educating the community;
>
> -recurring meetings organized by sudo room members and other
> community-oriented groups sponsored by sudo room members related to
> the development and execution of projects benefitting the public
> and/or advancing specific areas of knowledge within the scope of sudo
> room's mission;
>
> -formal and informal work sessions where sudo room members and their
> guests use shared equipment located in sudo room to execute projects
> otherwise out of reach of individual community members, and in the
> process bring in share knowledge related to these projects with others.
>
>
> (b) when the activity was or will be initiated.
>
> -most events occur on a weekly, bi-weekly, or monthly basis on days
> determined to be most convenient for the volunteers hosting the
> specific activity or activities;
>
> -requests for hosting of specific activities requiring exclusive use
> of space or other sudo room resources may be made by community members
> subject to approval by other members on a weekly basis;
>
> -the use of most tools and other resources in the course of members
> and guests of members executing independent science and technology
> related projects is permitted without formal procedure prior to
> beginning work so long as such projects are not in conflict with sudo
> room's mission.
>
>
> (c) where and by whom the activity will be conducted.
> -sudo room events occur within areas leased or otherwise legally
> permitted for use by sudo room, its members, their guests, and any
> other organizations established for public benefit and having a
> sufficiently compatible mission to warrant use of sudo room resources.
> -every activity undertaken at sudo room must be sponsored by a member
> or members who take responsibility for planning and execution.
>
>  
>
>  
>
> On 2014-11-01 16:07, april glaser wrote:
>
>> Hi all,
>>
>> We started working on the state tax exemption form, because the
>> federal 501c3 is way less urgent. We need to send in our state info
>> by Nov 6. Wrote it all out for clarity. There are two roles that need
>> to be filled, one organizing our fundraising data and one bottom
>> lining the copyedit and final review. *PLEASE STEP UP & HELP OUT :)*
>>
>> I'd also love some help researching amendments and updating them. The
>> state taxes form attached is for reference. Feel free to also
>> reference our brain dump ether pad: https://pad.riseup.net/p/sudo501c3
>>
>> *DEADLINE: NOVEMBER 6*
>>
>> Thanks,
>> April
>>
>> *Here's a list of what we need to fill out in the form:*
>>
>> --Fill out Questions 8  (Whitney is working on question 8)
>> --Fill out part III, financial data (Max, can you bottomline this
>> page, if not, let us know asap)
>>     --must include copy of receipts and expenses-- like bank
>> transaction data
>> --Fill out part IV, list all officers and trustees (wrangle names and
>> addresses of board members)
>> --Fill out part 6, number 1 describe fundraising
>>    --part 6, number 3 lease information
>>
>> *What needs to be submitted with the form:*
>>
>> --Rental and lease agreement
>> --Articles and bylaws (most updated)
>> --Any form signed by Sec. of State, and we should have already filled
>> out the information form, SI 100 and if CT-1 or other forms were
>> filled out, we need to include that in our submission as well
>> --$25 check (from Sudo Room, payable to Franchise Tax Board)
>> --Copy of receipts and expenses (transaction history)
>> --AND EVERYTHING WE ATTACH MUST INCLUDE ORG NAME AND STATE ID NUMBER
>> (C3617428)
>>
>> *Delegated Roles*:
>>
>> *Whitt*
>> Question 8
>> Fill out part 4
>>
>> *Vicky
>> *Document wrangler (SI-100, CT-1)
>> Poke Matt to make sure we have them
>> Make sure all roles are moving along and SHIP IT!
>>
>> *
>> April
>> *Reconcile bylaws and articles
>> NEEDS help -- if people are open to helping research for past
>> amendments, please let me know
>>
>> *Max
>> *Financial data -- fill out part 3, side 4
>> -must include copy of receipts and expense -- like bank transaction data
>>
>> *NEEDS A PERSON TO BOTTOM LINE, YOU?*
>> Fill out part 6 describing Sudo Room Fundraising, number 1 and 3
>>     --get a copy of the lease
>> Who can do this?
>>
>> *FINAL COPY EDIT AND REVIEW, WHO CAN DO THIS?
>> *We need someone to read the whole form and review all attachments,
>> check 100 times make sure it's good to go
>> Who can do this?
>>
>>
>> --
>>
>> _______________________________________________
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